Quarterly module

One of the more time consuming tasks for most Asset Managers is the crafting of accurate, consistent Quarterly reports.

MoonFire Technology's Generator currently provides the ability to produce the following Quarterly reports: 

Quarterly Report Set
  • Asset Allocation
  • Equity Sector Weighting
  • Top “n” Shares
  • Effective Maturity Profile
  • % of Category
  • Portfolio Structure Detail
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